Description:
Under direction, responsible for supporting the Credit and Accounting department by overseeing the credit granting process and all binding agreements with customers. Manager assesses current and potential customers for creditworthiness to reduce potential for liability and to ensure that existing customers are in good standing by conducting period reviews. Manages documents and correspondence related to business relationships by using legal and financial terminology to draft/review detailed documents of business propositions. Handles customer credit applications, collections, and payment applications, as well as assists other personnel as needed. The Manager has overall responsibility for the flow of work to ensure that internal and external customer needs are met efficiently and effectively.

KNOWLEDGE, SKILLS & ABILITIES

Considerable knowledge of finance principles and procedures and strong negotiation skills. Possesses strong writing and computer skills, is highly motivated and able to prioritize multiple tasks and to meet deadlines. Demonstrates strong customer focus skills, effective documentation, teamwork, and communication skills. Ability to anticipate work needs and to interact professionally with internal and external customers. Ability to learn/master new software. Excellent oral and written communications and human relations skills. Excellent organizational skills and attention to detail. Excellent administrative skills. Excellent written and communication skills. Ability to anticipate work needs and interact professionally with customers. Proficient in Microsoft Office suite or similar software.

EDUCATION, TRAINING, & EXPERIENCE

High school diploma or GED required; some college preferred. Six years of experience in the field of business administration, accounting, or banking and negotiations or another related field. Possesses advanced data entry and computer skills and proficiency with Microsoft Office suite and Adobe Acrobat; and must be able to communicate effectively orally and in writing with all customers. Knowledge of equipment industry experience and previous collections experience preferred. Other combinations of applicable education, training, and experience, which provide the knowledge, abilities, and skills necessary to perform in the position may be considered.

• Conducts all business in a professional, respectful manner and in accordance with Digging & Rigging Inc.’s policies and procedures and outlined in the Compact of Respect.
• Researches and prepares prequalification packages as needed.
• Reviews Customer credit to ensure that they qualify for the work requested.
• Evaluates to confirm that terms, prices, and delivery dates are accurate.
• Ensures that Customers with delinquent accounts are held accountable for payment through regular contact, e.g., emails, letters, etc.
• Assists with customer discrepancies and past-due amounts with the assistance of other staff.
• Corresponds with Customers for standard past-due and collections, identifies delinquent accounts by reviewing files, and contacts delinquent accountholders to request payment.
• Requests and pursues payment on delinquent accounts via communication with account holder.
• Interfaces with agencies or legal representatives as needed to ensure delinquent accounts are collected.
• Creates and maintains log of payment promises and pertinent account details, schedules follow-up communication with account holder.
• Follows established guidelines to review and update account status.
• Relays changes of information to appropriate internal staff.
• Assists with prequalification prior to work being scheduled.
• Researches and prepares information for the General Manager regarding Owner Controlled Insurance Programs (OCIPs) and contractor Controlled Insurance Programs (CCIPs).